Find Leads That Fit Your Criteria
Automatically discover and qualify leads that match your custom criteria using AI-powered web research, then deduplicate and enrich them in Google Sheets
Last updated
January 8, 2026
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Key Takeaways
- Automated daily lead discovery - The workflow searches the web every day at 6:00 AM UTC to find leads matching your custom criteria
- Built-in deduplication - Each discovered lead is checked against your existing Google Sheet so duplicates are automatically filtered out
- Structured data output - Leads are enriched with company details, contact information, and qualifying data before being added to your sheet
- Fully customizable criteria - Edit the AI prompt to define your ideal customer profile, target industries, regions, or any other qualifying factors
What This Workflow Does
This workflow automatically discovers and qualifies leads that match your custom criteria using AI-powered web research, then deduplicates and enriches them in Google Sheets. It runs on a daily schedule, so your lead database grows continuously without manual effort.
Use cases:
- B2B prospecting for agencies or service providers with documented case studies
- Partnership development across specific regions or industries
- Competitive intelligence and market research
- Building targeted outreach lists with enriched company data
How It Works
| Step | What Happens |
|---|---|
| 1. Scheduled Trigger | The workflow runs automatically every day at 6:00 AM UTC |
| 2. Fetch Existing Leads | An AI Agent reads your current Google Sheet to know which leads you already have |
| 3. AI Web Research | An AI Agent uses web browsing and internet search to find leads matching your criteria |
| 4. Split Results | A Code node converts the discovered agencies array into individual items for processing |
| 5. Deduplication Check | Each discovered lead is compared against your existing sheet to determine if it is new |
| 6. Merge and Filter | Results are merged and split into two paths: new leads and already-tracked leads |
| 7. Update Google Sheet | Only new, verified leads are upserted into your Google Sheet with all enriched fields |
Workflow Nodes
| Node | Role |
|---|---|
| Scheduled Trigger | Runs the workflow daily at 6:00 AM UTC |
| AI Agent (Fetch Sheet) | Retrieves existing lead data from Google Sheets using the get_values_in_range tool |
| AI Agent (Web Research) | Searches the web globally for leads using browse_web_page and search_internet tools (model: gpt-4.1) |
| Code (Split to Items) | Converts the agencies array into individual items for per-lead processing |
| AI Agent (Dedup Check) | Compares each lead against the Google Sheet to flag new vs. existing entries |
| Merge | Combines deduplication results with lead data |
| Filter (New Leads) | Passes only leads marked as new |
| Filter (Already Tracked) | Catches leads that already exist in your sheet |
| AI Agent (Update Sheet) | Upserts new leads into Google Sheets using upsert_row, get_values_in_range, find_row, and add_single_row tools |
Setup Instructions
- Add the "Find Leads That Fit Your Criteria" workflow template to Needle
- Copy the template Google Sheet to your own Google Drive
- Create a Google Sheets connector in Needle and select it in all AI Agent nodes that use Google Sheets tools
- Update the Google Sheet links in each AI Agent prompt to point to your copied sheet
- Edit the web research AI Agent prompt to define your specific lead criteria
Customization
| What You Can Change | How |
|---|---|
| Lead criteria | Edit the AI prompt in the web research node to define your ideal customer profile, target industries, and regions |
| Output fields | Modify the structured output schema and Google Sheet columns (default: agency_name, agency_country, case_study_url, specialization, client_name, client_industry, solution_type, target_department, email, target_person) |
| Schedule frequency | Change the cron expression in the Scheduled Trigger node (default: 0 6 * * *, which is daily at 6:00 AM UTC) |
| AI model | Change the model used in the AI Agent nodes (default: gpt-4.1) |
FAQ
Q: What Google Sheet columns does this workflow use? A: The default columns are agency_name, agency_country, case_study_url, specialization, client_name, client_industry, solution_type, target_department, email, and target_person. You can customize these by editing the AI prompts and sheet structure.
Q: Can I change the search criteria? A: Yes. The AI web research node contains a detailed prompt that defines what types of leads to look for. Edit that prompt to match your specific needs, such as different industries, regions, or qualifying factors.
Q: How does deduplication work? A: The workflow fetches your existing Google Sheet data, then each newly discovered lead is checked against it. Leads already present in the sheet are filtered out, and only genuinely new entries are added.
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